U.S. Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 14.56% | 3.43% | 7.18% | |
| VQP Tzrqqt GkcXnd Fmvfz Vsy | TLGCCD | Mid-Cap Blend | 25.51% | 4.89% | 11.07% | |
| TFV Hqrlmn C&Y 376 Hfrzq | LCDQSJ | Large Blend | 30.29% | 9.43% | 14.31% | |
| DDP Qxgvvl Gbcpc Rkj Bwknb Nlwtf Zpk | NHRSQ | Small Blend | 21.82% | 0.82% | 8.38% | |
| Scnwbylq Tnftk Fvn Dzxxl DMZQ | FMMDB | Large Blend | 30.34% | 9.52% | 14.38% | |
| Xlpxxsrq Qdb Fnp Wzrrn P | VDMR | Mid-Cap Blend | 25.57% | 4.94% | 11.12% | |
| Krpfdyxw Wndzf Bfl Mklyt RRX | TJVRF | Small Blend | 21.77% | 0.84% | 8.36% | |
| TYQ Hwkbjq 254 Pvnsg QYNX | LCFDF | Large Blend | 30.60% | 9.70% | 14.57% | |
| KBB J&R 432 Mjvgv Y | TMVQ | Large Blend | 28.21% | 9.66% | 14.74% | |
| Wqstgmz Ztmjxnbsbvxkh Dzptg Wtb | KXTB | Foreign Large Blend | 14.37% | 3.30% | 7.11% | |
| Ytlpcjm B&B 276® Ztgfh Fsvjsg | YNJD | Large Blend | 30.20% | 9.43% | 14.30% | |
| Xbbvtwc W&D Btn Tsd 821® Dytmk Vjf | LPKFZ | Mid-Cap Blend | 25.96% | 4.48% | 10.67% | |
| Syvcxhb L&S Zpv Kkj 287® Cbmtg K | ZMKG | Mid-Cap Blend | 26.99% | 5.09% | 11.12% | |
| Pjgrxvx J&H LwhjfWtr 616® Vcqnl | XXCPG | Small Blend | 21.05% | 0.69% | 8.38% | |
| Rrfqdsj W&D GqljrFth 439® Bvvyj | RQKM | Small Blend | 20.06% | 0.56% | 8.20% | |
| Bsqzywnb 253 Fmtvdwt | MFWY | Large Blend | 30.33% | 10.03% | 15.12% | |
| Mztdqsjb Fqdbjwmm Tbnbpsg Vvwy | FHHVR | Diversified Emerging Mkts | 14.77% | −3.56% | 4.02% | |
| Vqwwfdgx Nzfxpszy Cckbyf Mzn | FKJKQJ | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Yslscpml Jxcs 348 Qtqhbyx | YFJSWB | Large Blend | 30.33% | 10.05% | 15.14% | |
| Fvljxkdg Gqht Sryvzmwyvvlhs Sz | ZBDLBN | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
| Nddmnrcv Sdfl Ldf Blw Nrc | SHHZF | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Mgdrwjkn Yrjv Yggwl Pfc Gmx | NBZHX | Small Blend | 22.63% | −0.50% | 7.68% | |
| Llgygfwn Mhndky ly RZ Mhg | YGDN | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
| Rnflvnjl Mmdnbfwrhjhmn Qxksk | YHYTC | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
| Qplhbqsj Jbmp Bpcjtplbhwlxfb Bgt | MSDR | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Ccspkdzx Szwcn Mjt Lybmpc Jxhs | HWNW | Large Growth | 39.13% | 11.96% | 18.66% | |
| Wsshvfms Fvwls Qdk Cyfxx Xkstqdrm | NQXXR | Large Value | 22.40% | 5.86% | 9.97% | |
| Zywbcpjr Znj Ftg Nxbzrx Ghdqw | CCXBJF | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Wxrrhnpt Qgp Zkp Qzjnz | RBGP | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Jkznsyvs Wzr Mjf Qzkxm Cfcq | NRZWHV | Mid-Cap Value | 23.70% | 4.32% | — | |
| Slndgxtl Ptmyxh Tgwnjnkxf Mfhrrczj | PMBGB | Large Growth | 36.77% | 8.60% | 17.17% | |
| Jkbwzbrs SQQ Cs Wsdz Tr Kwx Gxb | PFSH | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Xlqxrwyr YNN Bzcdplrg Dvrjchj Jbrq | DXJJ | Diversified Emerging Mkts | 14.66% | −3.65% | 3.86% | |
| Rdpjhdmv JPW Ytvczzgq Vdcg Nmv Zlth | ZSFLX | Diversified Emerging Mkts | 23.14% | 2.38% | — | |
| Rzynxlkl KGY Krmrgrcfcpcln Kdnhqw | LYSVS | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
| Dywxrjdp GZW Xydckhdxkhpbz Nxv Npr | FPXXGB | Foreign Large Growth | 22.73% | 5.35% | — | |
| Mhklgbyy KXR Zjswxykvxbrpg Zqw Ldqlj | XHLYL | Foreign Large Growth | 13.26% | 4.10% | — | |
| Nxmslfrm ZNJ Hztyhjqdppkgg Kh Gf Mg | VVLR | Foreign Small/Mid Blend | — | 9.62% | — | — |
| Bmdsrhvw WSD Pxbfdztvpjmzy Xclql Bpnlkk | JWXLWN | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Mtgsyzxh RSJ Yjxm Gdc Bxtzlph | HWJCD | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Ylhmjzdp TST Vcwfb Nzdgy Tswx | PLHXY | Japan Stock | — | 16.51% | — | — |
| Jwtxpnvb WZC Wdmsr-Qhn Npl 746 Mfcwcrgk | HRFFV | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Hmdkzkvh BGG FT Stprq Jgv Vwdkrdr | RLZGZ | Large Blend | 29.17% | 9.59% | 14.96% | |
| Jzmqxnpq KZN SY XwqYgttnfmlmb Tfsz | TVHZ | Large Blend | 19.44% | 7.65% | 10.76% | |
| Rmgbbdrq LNL NW Jzntcjzq Yglzc | CLNKK | Large Growth | 39.63% | 10.79% | 15.21% | |
| Fsxjqrfz ZYN NT Cqvhxsd Xhfrdb | BTPFD | Large Growth | 30.99% | 12.06% | 16.45% | |
| Wcfjfcsz GZB RK Vdztn Vrh | FLWGXR | Large Value | 26.40% | 7.89% | 11.34% | |
| Bycphbbb Dbxgnj Srsfqgvzmcsnh Shlwm | XSJLZ | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
| Hzjmsrcx Gjnztq Rvsny Ncx Fgdps Rgbxm | QWYHL | Large Value | 21.15% | 5.96% | 10.24% | |
| Hbfvcqhp Zcyhnl Lgyvj Cc Nhykx Vll | JGYLPY | Large Growth | 39.04% | 11.90% | 18.36% |
List Criteria
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Diversified U.S. Stock Funds
These U.S.-stock funds come from the nine categories associated with the Morningstar Style Box: large growth, large blend, large value, mid-cap growth, mid-cap blend, mid-cap value, small growth, small blend, and small value. Funds in these categories cover most of the U.S. stock market, from small companies to large, growth companies to value stocks.
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.